Hudson Value Partners, LLC
CIK 0001840501 · PALM BEACH, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$398.5M
2026 Q2
Positions
113
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
GOOGL
ALPHABET INC CAP STK CL A
6.5%
BRK-B
BERKSHIRE HATHAWAY INC DEL CL B NEW
5.9%
GLW
CORNING INC COM
5.0%
AAPL
APPLE INC COM
4.5%
MSFT
MICROSOFT CORP COM
3.6%
DELL
DELL TECHNOLOGIES INC CL C
3.3%
ASML
ASML HLDG NV N Y REGISTRY SHS
3.2%
ECG
EVERUS CONSTR GROUP COM
3.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.